Case Study - Investment Reporting & Research Support for an Asset Manager
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Case Study: Investment Reporting & Research Support for an Asset Manager Engagement Brief
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• The client, a NYC based Tiger Cub Hedge Fund multi billion AUM, sought to increase its bandwidth through offshore analysts at Sutherland
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• Sutherland’s relationship with this client has gradually deepened over the last five years starting with Offshore team of 2 analyst and expanding to the team of 5 Onshore analyst.
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Summary of Engagement
• Investment Reporting: – Creating daily portfolio P&L report, – Weekly Portfolio Attribution Analysis Reports – Monthly & Quarterly Investment Reports with brief write up on selected outperforming / underperforming sectors, companies
• End to End Support on Investment Research starting with Screening/ Idea Generation, Financial Analysis, Modeling & Valuation, Earning Previews and Reviews and Backtesting • Building and maintaining of exhaustive financial models which includes , forecasting, various types of scenario analyses and use of multiple valuation methods (DCF, Sum of the Parts)
Benefit to the Client • Improved Investment Reporting Process • Sutherland has enabled the client to significantly increase its turnover of ideas by speeding up the research process. • Enhanced portfolio monitoring & surveillance
© 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.
www.sutherlandglobal.com February 21, 2014
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Thank You
Š 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.
www.sutherlandglobal.com February 21, 2014
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